Trust & Estates Paraprofessional

The Paraprofessional will play a critical role in assisting the firm’s Trusts & Estates group and Legal Department. This position requires a strong understanding of trust administration, tax compliance, and effective communication with clients and professionals in the field.

Key Responsibilities

• Assist in trust administration under the guidance of tax professionals.
• Review and summarize trust documents while gathering and tracking relevant information.
• Prepare or review estate tax returns (Form 706) and gift tax returns (Form 709); prepare or review accountings.
• Handle CPA licensing, business registrations, and compliance filings for firm entities.
• Draft, review, and maintain NDAs and engagement agreements.
• Assist with subpoenas and corresponding document productions.
• Maintain strong communication with clients and keep them informed throughout the process.

Requirements & Qualifications

• 3+ years of paralegal experience focusing on trusts and estates.
• Strong knowledge of post-death trust administration.
• Understanding of tax-exempt organizations is a plus.
• Ability to research relevant statutes and regulations applicable to CPA firms.
• Excellent verbal and written communication skills.
• Superior organization skills and attention to detail.
• Advanced computer skills, including Word, Excel, Outlook, and PowerPoint.
• Experience interacting directly with clients and third-party vendors.
• Notary Public certification is a plus.